SHP Wealth Management’s Vertiv VRT Stock Holding History

SHP Wealth Management’s Portfolio VRT Stock Details VRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$299K	Buy	892 +124	+16%	+$39.3K	0.02%	231
2026 Q1	$193K	Buy	768 +72	+10%	+$16K	0.01%	276
2025 Q4	$113K	Buy	+696	New	+$121K	0.01%	329

Other funds holding VRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SHP Wealth Management's VRT Position: Q2 2026 in Review

SHP Wealth Management increased its Vertiv (VRT) stake by 16% in Q2 2026, buying an estimated $39.3K and bringing the position to 892 shares worth $299K. The position accounts for 0.02% of the portfolio, ranked #231.

SHP Wealth Management first reported a position in VRT in Q4 2025 and has held it in 3 quarters since. 2,061 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

SHP Wealth Management held 892 shares of Vertiv worth $299K as of Q2 2026.
SHP Wealth Management bought 124 Vertiv shares in Q2 2026, an estimated $39.3K.
Vertiv made up 0.02% of SHP Wealth Management's portfolio in Q2 2026, its #231 holding.
SHP Wealth Management first reported a position in Vertiv in Q4 2025 and has held it in 3 quarters since.
2,061 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.